About Us: Our client is a leading wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals and families. Our mission is to deliver exceptional client experiences and superior investment performance through tailored strategies and expert guidance.

Job Summary: We are seeking a highly organized and proactive Office Administrator / Executive Assistant to support our senior executives. The ideal candidate will be detail-oriented, resourceful, and possess exceptional communication skills. This role involves managing administrative tasks, coordinating schedules, and facilitating efficient workflow within the executive team.

Key Responsibilities:

• Administrative Support: Provide comprehensive administrative support to senior executives, including calendar management, travel arrangements, and expense reporting.
• Communication: Serve as the primary point of contact between executives and internal/external stakeholders. Manage correspondence, screen calls, and prioritize messages.
• Meeting Coordination: Schedule and coordinate meetings, prepare agendas, take minutes, and ensure follow-up on action items.
• Document Management: Prepare, review, and organize documents, presentations, and reports. Maintain confidentiality and ensure accuracy in all communications.
• Project Assistance: Assist with special projects, research, and analysis as required. Provide support in preparing materials for presentations and meetings.
• Client Interaction: Interact professionally with clients, addressing inquiries and providing information as needed. Ensure a high level of client service and satisfaction.
• Office Management: Oversee office operations, including ordering supplies, maintaining office equipment, and coordinating with vendors.
• Event Planning: Organize and manage company events, client meetings, and other special functions.
• Task Prioritization: Effectively prioritize and manage multiple tasks and projects, ensuring deadlines are met and goals are achieved.

Qualifications:

• Education: Bachelor’s degree in Business Administration, Finance, or a related field preferred.
• Experience: Experience as an executive assistant, preferably within the financial services or wealth management industry.

Skills:

• Exceptional organizational and time-management skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to handle sensitive and confidential information with discretion.
• Detail-oriented and able to work independently.
• Strong interpersonal skills and ability to work effectively with diverse teams.
• Professionalism: High level of professionalism, integrity, and reliability.
• Adaptability: Ability to thrive in a fast-paced and dynamic environment.